Purchases and Sales Made in Q3 2023 in Pimco California Municipal Income Fund (PCQ)
This table provides information about the institutional ownership of Pimco California Municipal Income Fund (PCQ) during Q3 2023. The information is specifically focused on institutions that hold shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 1705.87% |
$1.55M - $1.93M
|
198K
$1.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
83.7K+ 152.92% |
$695K - $866K
|
138K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.5K+ 25.25% |
$220K - $274K
|
131K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4KNew |
$211K - $263K
|
25.4K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25KNew |
$208K - $259K
|
25K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.5KNew |
$187K - $233K
|
22.5K
$217K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2KNew |
$168K - $209K
|
20.2K
$195K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.1KNew |
$109K - $136K
|
13.1K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.55K+ 4.18% |
$71K - $88.5K
|
213K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.19KNew |
$59.8K - $74.4K
|
7.19K
$69.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
4.26K+ 1.95% |
$35.4K - $44.1K
|
223K
$2.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.7KNew |
$30.7K - $38.3K
|
3.7K
$35.6K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$16.6K - $20.7K
|
2K
$19.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1KNew |
$8.31K - $10.4K
|
1K
$9.63K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
289+ 1.09% |
$2.4K - $2.99K
|
26.9K
$259K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-265- 0.57% |
$2.2K - $2.74K
|
46K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-950- 3.43% |
$7.89K - $9.83K
|
26.7K
$258K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 6.05% |
$13.5K - $16.8K
|
25.3K
$243K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 13.08% |
$17.5K - $21.7K
|
14K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4K- 26.77% |
$33.2K - $41.4K
|
10.9K
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.13K- 7.37% |
$34.3K - $42.8K
|
51.9K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-7.31K- 21.81% |
$60.7K - $75.7K
|
26.2K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.74K- 10.17% |
$80.9K - $101K
|
86K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.5K- 3.49% |
$112K - $139K
|
372K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-16K- 2.65% |
$133K - $166K
|
589K
$5.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-25.8K- 9.0% |
$214K - $267K
|
261K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.9K- 19.31% |
$672K - $838K
|
338K
$3.26M
|